IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.55M
3
+$7.49M
4
DMRL
DeltaShares S&P 500 Managed Risk ETF
DMRL
+$7.34M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M

Top Sells

1
+$48.5M
2
+$30.8M
3
+$22.4M
4
MSFT icon
Microsoft
MSFT
+$19.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.2M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$101K 0.01%
879
-183
677
$101K 0.01%
879
+58
678
$101K 0.01%
+4,583
679
$100K 0.01%
+5,386
680
$100K 0.01%
+17,040
681
$100K 0.01%
3,458
-1,834
682
$100K 0.01%
+4,036
683
$99K 0.01%
6,070
+3,137
684
$99K 0.01%
2,728
-8,360
685
$99K 0.01%
+2,601
686
$99K 0.01%
+3,131
687
$97K 0.01%
+2,859
688
$97K 0.01%
+1,211
689
$97K 0.01%
5,520
-128,076
690
$97K 0.01%
+4,810
691
$97K 0.01%
3,675
+3,293
692
$97K 0.01%
1,710
-1,424
693
$97K 0.01%
2,225
-3,703
694
$96K 0.01%
1,905
-1,600
695
$96K 0.01%
2,375
+112
696
$96K 0.01%
2,527
-14,029
697
$96K 0.01%
4,027
-2,443
698
$96K 0.01%
4,089
-11,891
699
$95K 0.01%
6,407
-1,204
700
$95K 0.01%
835
+732
26 27
28
29 30